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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,587 | $211,288-37.7% | $178,540-26.3% | $145,884-9.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.21% | 30.27%-30.5pp | 27.15%-27.4pp | 551.85%-552.1pp |
| Employer contribution / active EE | $2,280 | $4,574-50.2% | $3,953-42.3% | $4,662-51.1% |
| Participant deferral / active EE | $16,897 | $6,967+142.5% | $6,281+169.0% | $6,690+152.6% |
| Admin fee / account holder | $957 | $12,105-92.1% | $10,424-90.8% | $13,392-92.9% |